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TOP 30 Phillips financial planning in New York, NY
10 results found
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Phillip Williams - State Farm Insurance Agent
Phillip Williams - State Farm Insurance Agent is located at 164 Temple Hill Road in New Windsor, New York. As an insurance agency, we offer personalized insurance plans to meet your needs. Our office is conveniently located just 1/4 mile North from Five Corners, across the street from Tractor Supply & Temple Hill Tavern. While State Farm has paused online auto insurance quotes, you can call our office during normal business hours to get your Personal Price Plan. We have been serving New Windsor, Cornwall, and Newburgh, NY since 2001, offering a range of insurance services including Life and Health Insurance, Small Business Owner Insurance, Car Insurance Quotes, Renters, Condo, and Homeowner Insurance.
Phillips & Millman LLP
Phillips & Millman LLP is a premier law firm located in Stony Point, New York, specializing in personal injury, medical malpractice, criminal law, real estate, estate planning, bankruptcy, vehicle/traffic violations, and other legal matters. Led by experienced attorneys Jeffrey T. Millman and Frank J. Phillips, both former assistant district attorneys, the firm has decades of experience in the tri-state region. From handling complex medical malpractice cases to providing financial restructuring options such as bankruptcy protection, Phillips & Millman LLP is dedicated to helping clients navigate through challenging legal situations. With a focus on providing personalized and compassionate legal representation, the firm has earned the trust and gratitude of clients who have benefitted from their expertise. Whether you are facing criminal charges, dealing with a personal injury, or in need of real estate legal services, Phillips & Millman LLP is committed to advocating for your rights and ensuring fair treatment throughout the legal process.
Phillips Brokerage
Phillips Brokerage is an insurance agency located at 37-19 Broadway in New York, United States. We are dedicated to putting our customers first and providing exceptional customer service. Our experienced team is here to help you understand your insurance options and find the best coverage for your needs. With access to multiple insurance companies, we can offer you a variety of options that fit your budget. Contact us today for a car insurance quote and let us help you find the right insurance plan for you. Call us at 718-545-4700 or email us at mtzan@phillipsbrokerage.com. We are open Monday to Friday from 9am to 6pm. Visit us at our office on the 2nd floor of 37-19 Broadway in Astoria, New York 11103.
Phillip Tronolone - Prudential Financial
Phillip Tronolone - Prudential Financial is a reputable finance and insurance agency located at 1 John James Audubon Parkway in Buffalo, New York, United States. With a strong focus on providing top-notch financial services and insurance solutions, our team of professionals is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to provide personalized guidance and support every step of the way. Trust Phillip Tronolone - Prudential Financial to be your trusted partner in building a secure financial foundation.
Petrella Phillips LLP
Petrella Phillips LLP is a reputable accounting and finance institution located at 28 Clara Barton Street in Dansville, New York. With additional offices in Rochester and Geneva, we are dedicated to providing top-notch services to individuals and businesses in need of tax preparation, planning, and representation. At Petrella Phillips LLP, we understand the importance of timely tax filing, which is why we are still accepting tax returns past the deadline at all our locations. Our experienced staff can accurately and efficiently prepare tax returns for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. We also offer tax planning services to help clients take advantage of new tax laws and pending legislation.
Phillip Grandison
Phillip Grandison is a renowned finance institution located at 2145 Ralph Avenue in New York, United States. With a strong reputation for excellence in the financial industry, Phillip Grandison offers a wide range of financial services to clients, including investment management, wealth planning, and retirement solutions. Their team of experienced professionals is dedicated to providing personalized and comprehensive financial guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Phillip Grandison is committed to helping you secure your financial future.
James L Phillips - Financial Advisor, Ameriprise Financial Services, LLC
James L Phillips is a financial advisor at Ameriprise Financial Services, LLC located at 1205 Troy-Schenectady Road in Latham, New York. With a focus on providing personalized financial solutions, James and his team offer a range of services to help clients achieve their financial goals. Each advisor at Ameriprise has their own "Top areas of focus," which can be reviewed based on your location search to find the best match for your needs. By looking into their backgrounds, credentials, and experience, you can make an informed decision on who to work with.
Petrella Phillips LLP
Petrella Phillips LLP is a reputable accounting and finance institution located at 1892 South Winton Road in Rochester, New York, United States. We specialize in tax preparation, planning, IRS representation, estate and trust tax preparation, business consulting, and financial planning. Our team of experienced professionals is dedicated to providing accurate and efficient services for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. We offer extended hours at our main office in Rochester, as well as locations in Geneva and Dansville. Additionally, we have a 24-hour drop box for your convenience. Whether you are looking for assistance with tax preparation, planning for the future, or guidance on business matters, Petrella Phillips LLP is here to help you navigate through any financial challenge.
David Phillips CPA
David Phillips CPA is a reputable accounting and finance institution located at 125 Wolf Road in Albany, New York. With a team of experienced and knowledgeable professionals, they provide top-notch financial services to individuals and businesses in the United States. Whether you need help with tax preparation, bookkeeping, or financial planning, David Phillips CPA is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing personalized solutions tailored to your specific needs. Contact them today to see how they can help you manage your finances effectively.
Morgan Stanley Smith Barney
Morgan Stanley Smith Barney is a finance institution located at 10 Phillips Street, Massena, New York, United States. Whether you need advice or prefer to invest on your own, they offer a range of solutions to meet your financial needs. Clients can choose from investing on their own to comprehensive financial planning, with access to easy-to-use tools and resources. Financial Advisors are available by phone to help plan for key life stages and events, or clients can collaborate with a dedicated Financial Advisor for ongoing planning and management. The institution also offers online trading with $0 commission for US-listed stock, ETF, and options trades. Certain accounts may have minimum asset levels and eligibility requirements. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC, which is a registered Broker/Dealer and Member SIPC. Additional information and important disclosures can be found on their website.
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